Institutional Ownership First Tr Exchange Trd Fd Ii Fi (FGD)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Ii Fi (FGD). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
115,364
shares
|
$3.44 Million
1.46% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
113,650
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
111,016
shares
|
$3.31 Million
1.51% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
109,508
shares
|
$3.27 Million
0.68% of portfolio
|
Q3 2025
Added 27.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
105,220
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
96,204
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
95,179
shares
|
$2.84 Million
0.69% of portfolio
|
Q4 2025
Reduced 12.62%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
93,973
shares
|
$2.81 Million
1.11% of portfolio
|
Q4 2025
Added 8.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
79,011
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 77.54%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
76,924
shares
|
$2.3 Million
0.53% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
76,362
shares
|
$2.28 Million
0.54% of portfolio
|
Q4 2025
Added 27.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
76,186
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
74,826
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,340
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
68,832
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
61,863
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.07%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
58,396
shares
|
$1.74 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
55,104
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
54,559
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
48,869
shares
|
$1.46 Million
0.42% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
45,863
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
44,960
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 59.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
42,169
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
42,133
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
40,687
shares
|
$1.21 Million
0.96% of portfolio
|
Q4 2025
Added 9.01%
|
|